Rise Advisors’s MGE Energy Inc MGEE Stock Holding History

Rise Advisors’s Portfolio MGEE Stock Details MGEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-106	Closed	-$8.92K	–	906
2025 Q3	$8.92K	Hold	106	–	–	﹤0.01%	1045
2025 Q2	$9.38K	Hold	106	–	–	﹤0.01%	1028
2025 Q1	$9.85K	Buy	+106	New	+$9.64K	﹤0.01%	982

Other funds holding MGEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rise Advisors's MGEE Position: Q4 2025 in Review

Rise Advisors sold out of MGE Energy Inc (MGEE) in Q4 2025, closing a stake of 106 shares — an estimated $8.92K sold.

Rise Advisors first reported a position in MGEE in Q1 2025 and held it in 3 quarters. The position peaked at $9.85K in Q1 2025. 313 funds tracked by Wall St. Rank hold MGEE as of Q4 2025.

Rise Advisors reported no remaining MGE Energy Inc position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 106 MGE Energy Inc shares in Q4 2025, an estimated $8.92K.
Rise Advisors first reported a position in MGE Energy Inc in Q1 2025 and held it in 3 quarters.
Rise Advisors's MGE Energy Inc position peaked at $9.85K in Q1 2025.
313 funds tracked by Wall St. Rank held MGE Energy Inc as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.